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Caltius Structured Capital Provides Subordinated Debt & Equity to Spinnaker Support

July 16, 2019

Caltius Structured Capital (“Caltius”) is pleased to announce the closing of a structured capital investment in Denver, Colorado-based Spinnaker Support.  Caltius provided a combination of equity and debt to support continued capital growth, portfolio expansion, and geographic reach. Founded in 2008, Spinnaker Support is the leading provider of third-party support and managed services, primarily for […]

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Shuart & Upchurch Named Most Influential PE Investors by LABJ

June 10, 2019

Rick Shuart, managing director of Caltius Structured Capital and Jim Upchurch, President and CEO of Caltius Capital Management were named among the Most Influential Private Equity Investors of 2019 by the Los Angeles Business Journal. Shuart has been an integral member of Caltius Capital Management’s team since 1999. As a managing director of Calitus’ junior capital fund, Caltius Structured Capital, Rick is […]

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Rick Shuart Inspires Fellow Alumni to Support UCLA Anderson School of Management

June 10, 2019

Rick Shuart, managing director of Caltius Structure Capital, was profiled on the UCLA Anderson School of Management website for his commitment to his alma mater. Shuart earned his MBA from Anderson in 2004 and has participated in every reunion since graduation. He recently served on the reunion giving committee for the 15th reunion. The reunion […]

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Caltius Structured Capital Closed Debt & Equity Investment in Adrenaline, LLC

November 6, 2018

We are pleased to announce the closing of a structured capital investment in Adrenaline, LLC (“Adrenaline”) in support of its management buyout from NewGround International, Inc. Caltius provided subordinated debt, preferred equity and common equity, co-investing with Adrenaline’s senior management team. Adrenaline, an experience-design agency and consulting firm, creates and implements holistic brand strategies for retail […]

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Caltius Structured Capital Portfolio Company Walker Edison Sold to J.W. Childs Associates

October 9, 2018

We are pleased to announce the sale of Walker Edison to J.W. Childs Associates, L.P. (“J.W. Childs”).  Utah-based Walker Edison is a leading supplier of innovative, affordable home furnishings to global e-commerce platforms.  Walker Edison founders Brad Bonham and Matt Davis retained a significant ownership stake in the business.  In 2016, Caltius provided subordinated debt […]

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Caltius Structured Capital Closes Junior Capital Investment in Bulk Handling Systems

April 12, 2018

Caltius Structured Capital is pleased to announce the closing of a junior capital investment in Bulk Handling Systems (BHS; www.bulkhandlingsystems.com) as a co-investor in a transaction led by True West Capital Partners.  Eugene, Oregon-based BHS will use the capital infusion to accelerate its growth strategy. BHS is a worldwide leader in the innovative design, engineering, […]

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Caltius Structured Capital Provides Unitranche Debt and Equity to Imagenet, LLC

March 14, 2018

Caltius Structured Capital is pleased to announce the closing of a unitranche debt and common equity investment in Imagenet, LLC (“Imagenet”).  The investment was used by the company to refinance debt, fund a shareholder dividend and provide growth capital. Founded in 2000 in Kent, Wash., Imagenet is a leading provider of outsourced paper-to-electronic (“P2E”) solutions […]

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Caltius Structured Capital Closes Junior Capital Investment in Musculoskeletal Clinical Regulatory Advisers (“MCRA”)

December 12, 2017

Caltius Structured Capital announced it closed a junior capital investment in Musculoskeletal Clinical Regulatory Advisers, LLC (“MCRA”; mcra.com).  Washington, DC-based MCRA will use the capital infusion to accelerate its successful growth strategy. Founded in 2004, MCRA is a leading adviser and clinical research organization serving the neuro-musculoskeletal and medical device industries. MCRA’s unique value lies […]

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Caltius Capital Management Named a “Best Place to Work in Money Management” by Pensions & Investments

December 16, 2016

Caltius Capital Management, an employee-owned provider of debt and equity capital solutions to lower middle market companies, today announced it was named a “Best Place to Work in Money Management” for 2016 by Pensions & Investments. “We founded Caltius nearly 20 years ago with a vision to build a collaborative, entrepreneurial team and partner with […]

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Caltius Mezzanine Closes $347 Million Fund V

October 28, 2016

Caltius Mezzanine is pleased to announce the final closing of its fifth mezzanine fund complex, consisting of Caltius Partners V, LP (“Fund V”), Caltius Partners V (SBIC), LP (“Fund V SBIC”) and affiliates (“the “Funds”). Fund V SBIC is a Small Business Investment Company licensed by the U.S. Small Business Administration (the “SBA”) and together […]

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